PNT ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
337547
Registered since
July 17, 2025

Firm profile

FINTRX

Overview

PNT Asset Management LLC is organized as a limited liability company and is registered as an SEC adviser with a 2025 registration year. The firm is listed as a domestic entity with individual ownership and is not categorized under a specific advisory classification. Available filings indicate it does not act as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another advisory firm. No material detail about its advisory activities, client focus, fee schedule, or manager allocation preferences has been provided, which suggests the firm has not yet disclosed or commenced substantive advisory operations in public filings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHARLES MCELVEEN III

    Chief Compliance OfficerCRD 4134837

Contacts

2 of 2
  • Daniel Dresser

    Portfolio ManagerCRD 5873792

  • Edwin Linker

    ManagerCRD 8128334

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth